Invariant

Recommended by Devin LaSarre

A Peek Behind the Numbers

Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.

Thoughtful and nuanced investigations into corporate finances that highlight what others have missed.

- Devin LaSarre

Compounding Quality

Professional investor (Equity Fund Manager) teaching investors. Passion for quality stocks.

Analyzing Good Businesses

By YHamilton

Detailed write-ups on 50+ public companies that have high return on capital + long runway for reinvestment

AGB cuts through the noise and identifies what really moves the needle. Fantastic analysis.

- Devin LaSarre

Reflections on "Going Down Tobacco Road" and Investing

By Gene Hoots

Following on my book, "Going Down Tobacco Road," about the R. J. Reynolds empire, I will share stories about the industry and its people. Occasionally, I will add thoughts on investing.

Gene pairs gifted storytelling with his deep knowledge of tobacco and history, providing a truly unique perspective.

- Devin LaSarre

From The Future

By Edward Rooster

Learning the past, Imagining the future, and Writing stories

Edward's writing style and stories are captivating. It's nothing like you've read before.

- Devin LaSarre

Investment Talk

By Conor MacNeil

Investment Talk creates and curates a range of articles about the stock market and the companies within it and shares them with tens of thousands of investors. Reader supported.

Conor creates and aggregates some of the best financial content available. Always a pleasure to read.

- Devin LaSarre

Going John Galt

Financial adventures of a ‘retired’ millennial. Investment ideas with a macro overlay. Former institutional private equity investor.

John mixes an eclectic mix of ideas surrounding finance with his unique writing style.

- Devin LaSarre

Tiago’s Newsletter

By Tiago Dias

Finance and Investing focused on Value and Dividend stocks

Tiago, which his unique perspective, does an exceptional job exploring value investing.

- Devin LaSarre

Cedar Grove Capital Management

By Paul Cerro

Multi-strategy investment fund focused on L/S, M&A Arb, and Event Driven.

Paul offers unique L/S insights, primarily focusing the consumer and cannabis industries.

- Devin LaSarre

StockOpine’s Newsletter

In-depth analysis of stocks that fit our portfolio and have a potential for sustainable returns.

The StockOpine team performs fundamental analysis / deep dives covering a wide range.

- Devin LaSarre

Doomberg

Energy, finance, and the economy at-large | Subscription details are posted in our About page

This little green guy mixes wit and candor in a way guaranteed to make you see the world differently.

- Devin LaSarre

coloradotravis’ fortress of solitude

Eclectic Takes on Business, Money, and Power

Travis's unfiltered thoughts showcase his unique perspective. Always learnings, teaching, challenging. 10/10

- Devin LaSarre

TSOH Investment Research Service

By Alex Morris (TSOH Investment Research)

TSOH is a publication focused on long-term investing. Written by a buyside equities analyst with 10+ years of industry experience, it includes weekly research and 100% transparency, with the disclosure of all portfolio changes before they’re implemented.

Alex is an extremely skilled analyst whose talent is only matched by his passion.

- Devin LaSarre

Margin of Safety Investing

By Simon Handrahan

A personal and insightful take on the best quality businesses available in public stock markets both big and small.

MoS offers a great perspective into finance, covering business analysis, a transparent portfolio, and more.

- Devin LaSarre

Edelweiss Capital Research

Capital is sacred and scarce. Behind rebel capital allocators, incentives, and business moats.

Clear and thoughtful insights into the finances and fundamentals of exceptional companies.

- Devin LaSarre

Hot Takes

By Adam Singer

Spicy, useful, occasionally snarky takes from Adam Singer on marketing, philosophy & digital trends. All signal, no noise. We will never share your email.

Refreshingly direct, no-nonsense. Adam serves up actionable insights that reach far beyond the digital realm.

- Devin LaSarre

Lewis Enterprises

By Hunter

An Anthology of Timely and Timeless Investment Writing

Lewis Enterprises, through vivid storytelling, shares timeless lessons about astute operators and many of the often overlooked nuances of finance and investing.

- Devin LaSarre

Yet Another Value Blog

By Andrew Walker

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

High-quality investing insights and captivating interviews with some of the brightest minds in finance.

- Devin LaSarre

fx:macro

By FXMacroGuy

Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.

A perfect one stop shop for comprehensive but digestible FX macro data.

- Devin LaSarre

Overlooked Alpha

By Vince Martin

Investing ideas ignored by the mainstream. Join thousands of likeminded investors receiving actionable stock ideas.

Overlooked Alpha digs deep into companies to find unique opportunities with a perspective you won't find anywhere else.

- Devin LaSarre